Casey Ortiz's Location
Southampton, PA, US
Casey Ortiz's Work
- Assistant Vice President- Associate Investment Advisory Specialist @ Merrill Lynch
- Internal Investment Advisory Specialist @ Merrill Lynch
- Internal Wealth Management Service Associate @ Merrill Lynch
Casey Ortiz's Education
Casey Ortiz's Skills
Casey Ortiz's Summary
Casey Ortiz, based in Southampton, PA, US, is currently a Assistant Vice President- Associate Investment Advisory Specialist at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Casey Ortiz holds a 2014 - 2018 West Chester University of Pennsylvania. With a robust skill set that includes Leadership, Social Media, Public Speaking, Sales, Microsoft PowerPoint and more, Casey Ortiz contributes valuable insights to the industry. Casey Ortiz has 1 email and 1 mobile phone number on RocketReach.